Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement

		Morningstar Category	3yr Std Dev %
Alpha Beta AB2 Core	35.10	GBP Allocation 40-60% Equity	7.22
Alpha Beta AB3 Core	43.46	GBP Allocation 40-60% Equity	8.02
Alpha Beta AB4 Core	51.58	GBP Allocation 60-80% Equity	8.46
Alpha Beta AB5 Core	57.93	GBP Allocation 60-80% Equity	8.98
Alpha Beta AB6 Core	62.77	GBP Allocation 80%+ Equity	9.44
Alpha Beta Core Plus Adventurous	66.52	GBP Allocation 80%+ Equity	9.8
Alpha Beta Core Plus Balanced	49.97	GBP Allocation 60-80% Equity	8.7
Alpha Beta Core Plus Balanced Growth	55.75	GBP Allocation 60-80% Equity	8.92
Alpha Beta Core Plus Cautious	31.81	GBP Allocation 40-60% Equity	6.37
Alpha Beta Core Plus Cautious Balanced	38.93	GBP Allocation 40-60% Equity	7.38
Alpha Beta Core Plus Growth	61.06	GBP Allocation 80%+ Equity	9.17
Aspen Balanced Core Portfolio	38.95	GBP Allocation 40-60% Equity	7.11
Aspen Balanced Income Portfolio	35.50	GBP Allocation 40-60% Equity	6.59
Aspen Balanced Multi-Strategy Portfolio		GBP Allocation 60-80% Equity
Aspen Balanced Passive Plus Portfolio	39.59	GBP Allocation 40-60% Equity	7.03
Aspen Balanced Sustainable Portfolio	37.72	GBP Allocation 40-60% Equity
Aspen Capital Preservation Portfolio	15.90	GBP Allocation 0-20% Equity
Aspen Cash Plus Portfolio	3.14	GBP Money Market - Short Term
Aspen Conservative Core Portfolio	29.30	GBP Allocation 20-40% Equity	6.26
Aspen Conservative Income Portfolio	27.69	GBP Allocation 20-40% Equity	5.84

If you are looking for a Portfolio or even Management firm that is not currently listed, they maybe onboarding, please email us at mpdbonboarding@morningstar.com requesting the status of the Portfolio or Provider and we will confirm the status or request the necessary data from them.

Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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